About Oz Merchant

My ideal SaaS CEO client is an earlier stage SaaS company building a high-growth business. I typically define this business as having ACVs (average contract values) of $50K or less and sales cycles of less than 90 days. I prefer them to have at least $50K in MRR, though it isn't a specific requirement. Their business can be either bootstrapped or venture backed.

My ideal ecommerce CEO client is a private label brand owner or scaling online wholesale reseller doing at least $500K in sales per year. You should be in business 6 months if rapidly growing or ideally 12 months.

I keep my coaching business relatively small. I typically work with no more than 4-6 CEOs at one time. Because of this, I require a discovery call before working together. The purpose of the discovery call is to assess mutual fit, and not to sell you on my coaching services.

Most of my engagements last between 3-4 quarters, but that is not a requirement. My minimum commitment is for at least one quarter together. I always work with companies and CEOs that I believe will be a good fit long term.

While I love frameworks and incorporate many, I do not promote any specific one. I believe that each relationship requires something very different given the age of the business, the CEO, product, team, etc. My goal is not to come in and give "one-size-fits-all" advice. My goal is to listen, learn, and collect as much context as possible before making a recommendation of any sort.

Once we have a discovery session and believe there is a mutual fit, I simply require the first month's payment before getting started. Once that payment is complete, we schedule an initial 1-hour session to do a deeper dive into your business, set expectations, learn about specific challenges, etc.

I meet with CEOs either weekly or bi-weekly based on the package selected. The benefit of our coaching relationship is that you can text or email me at your convenience. I will typically respond right away, but I also guarantee a 24-hour response.

As of right now, all of my sessions are virtual through Google Meet. If you'd prefer a phone call vs. Meet, that's absolutely fine.

Coaching sessions typically last 60 minutes. However, there are times when a CEO might need to speak with me for just 10 minutes, and other times a challenge may require the full 60 minutes. I don't run a "pay-per-minute" type of service. My goal is to provide valuable advice to my CEOs.

You should reach out as often as possible. The point of our relationship is for me to provide strategic guidance when you need it. Some clients reach out once per week, while others reach out once per day. Don't be shy to text or call me.

I typically make myself available between 10am and 5pm ET Monday through Friday. If you need me outside of those hours, I will always do my best to free up some time to connect.

Sessions are held Mondays, Wednesdays, or Fridays. I prefer to have them repeated at the same time each day of the week to maintain consistency for you and me. Exceptions can be made as needed.

I can help in countless ways. On the SaaS front, we can review a plan, talk through a decision, discuss GTM strategies, pitch deck review and prep, sales and customer success playbooks, review forecasting and projections, etc. On the ecommerce front, we can discuss new product launches, exploring new manufacturers, cutting costs in the supply chain, plan for cash flow, discuss bookkeeping and exit planning, explore other channels and global markets, etc. I also have a network of capital and funding options and M&A partners.

I always try to have a 24 hour response time. If something requires a faster response, the best way to reach out is via text.

You can provide feedback at any time throughout our relationship. I prefer candid, direct feedback to make sure we are working together as effectively as possible.

As much as you need. There is no urgency for you to make a decision to work with me. I prefer the right CEO and the right company at the right time.

I offer two packages: Weekly meetings are $3,000 per month, and bi-weekly meetings are $2,000 per month. All packages come with access via phone, email, and text 10am to 5pm ET, Monday through Friday.

To get the process started, you can schedule a time to discuss your objectives using the calendar link on this page.